See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,927 | $108,642-75.2% | $74,701-64.0% | $152,861-82.4% |
| Participation rate | 33.3% | 65.3%-32.0pp | 54.5%-21.1pp | 82.4%-49.1pp |
| Annual return | 25.35% | 114.06%-88.7pp | 752.92%-727.6pp | 345.32%-320.0pp |
| Employer contribution / active EE | $520 | $1,503-65.4% | $1,084-52.1% | $4,762-89.1% |
| Participant deferral / active EE | $1,867 | $2,712-31.2% | $1,964-4.9% | $5,850-68.1% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |